Saratoga Investment Corp (NYSE:SAR) Receives Average Recommendation of “Hold” from Analysts

Saratoga Investment Corp (NYSE:SAR) has been given a consensus rating of “Hold” by the six analysts that are currently covering the stock, MarketBeat.com reports. Six research analysts have rated the stock with a hold rating. The average 1 year target price among brokerages that have updated their coverage on the stock in the last year is $23.6250.

A number of brokerages have recently commented on SAR. Janney Montgomery Scott reissued a “neutral” rating on shares of Saratoga Investment in a research report on Friday, October 10th. Zacks Research upgraded shares of Saratoga Investment from a “strong sell” rating to a “hold” rating in a research note on Monday, December 15th. Weiss Ratings reiterated a “hold (c)” rating on shares of Saratoga Investment in a report on Monday, December 29th. B. Riley reduced their price objective on shares of Saratoga Investment from $23.50 to $23.00 and set a “neutral” rating on the stock in a report on Thursday, October 16th. Finally, LADENBURG THALM/SH SH raised shares of Saratoga Investment to a “hold” rating in a research report on Thursday, October 9th.

Hedge Funds Weigh In On Saratoga Investment

Several hedge funds have recently added to or reduced their stakes in SAR. BNP Paribas Financial Markets purchased a new position in Saratoga Investment during the 3rd quarter worth $25,000. Quantbot Technologies LP acquired a new stake in shares of Saratoga Investment during the third quarter worth about $36,000. Advisory Services Network LLC purchased a new position in shares of Saratoga Investment during the third quarter worth about $45,000. Laurel Wealth Advisors LLC increased its position in Saratoga Investment by 2,380.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 5,977 shares of the financial services provider’s stock valued at $148,000 after acquiring an additional 5,736 shares during the period. Finally, Osaic Holdings Inc. raised its stake in Saratoga Investment by 24.0% during the 2nd quarter. Osaic Holdings Inc. now owns 6,256 shares of the financial services provider’s stock valued at $155,000 after acquiring an additional 1,211 shares during the last quarter. 19.09% of the stock is currently owned by hedge funds and other institutional investors.

Saratoga Investment Stock Up 1.1%

Saratoga Investment stock opened at $23.20 on Friday. The firm has a market capitalization of $375.30 million, a P/E ratio of 9.51 and a beta of 0.56. The company has a current ratio of 0.25, a quick ratio of 0.29 and a debt-to-equity ratio of 0.17. Saratoga Investment has a twelve month low of $21.10 and a twelve month high of $26.17. The stock’s fifty day simple moving average is $22.76 and its 200-day simple moving average is $23.81.

Saratoga Investment (NYSE:SAR) last released its earnings results on Wednesday, January 7th. The financial services provider reported $0.61 EPS for the quarter, topping the consensus estimate of $0.59 by $0.02. Saratoga Investment had a return on equity of 9.19% and a net margin of 30.61%.The firm had revenue of $31.65 million during the quarter, compared to analysts’ expectations of $31.35 million. As a group, equities analysts expect that Saratoga Investment will post 3.93 earnings per share for the current fiscal year.

Saratoga Investment Announces Dividend

The firm also recently disclosed a monthly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Tuesday, March 3rd will be issued a $0.25 dividend. The ex-dividend date is Tuesday, March 3rd. This represents a c) dividend on an annualized basis and a dividend yield of 12.9%. Saratoga Investment’s dividend payout ratio is presently 122.95%.

Saratoga Investment News Summary

Here are the key news stories impacting Saratoga Investment this week:

• Positive Sentiment: Q3 2026 results topped expectations — management highlighted stronger net interest income, solid originations and attractive return on equity, supporting the company’s earnings beat and outlook. Saratoga Investment Corp (SAR) Q3 2026 Earnings Call Highlights
• Positive Sentiment: Management says roughly $395.6M of liquidity is available to deploy into accretive investments and M&A — this capital flexibility is supportive of future earnings growth and a key reason investors are bidding the stock up. Saratoga Investment signals $395.6M liquidity for accretive deployments
• Neutral Sentiment: Separate news: Saratoga Casino Holdings made a $1M strategic investment in High Roller Technologies — this concerns the casino operator (not SAR directly) and is unlikely to materially affect Saratoga Investment unless disclosed as a portfolio holding. High Roller stock soars on Saratoga Casino’s $1 million investment
• Neutral Sentiment: Full earnings call transcripts and detailed notes are available (Seeking Alpha, InsiderMonkey) for investors who want management’s commentary on portfolio performance, credit trends and deployment plans. Saratoga Investment Corp (SAR) Q3 2026 Earnings Call Transcript
• Neutral Sentiment: Unrelated market/company items (e.g., consumer/retail franchise news) appeared in feeds but do not appear to affect SAR’s fundamentals. DPC Dash – Domino’s Pizza China completes 2025 expansion

About Saratoga Investment

Saratoga Investment Corp. is a closed-end, externally managed investment company that seeks to generate current income and total return through a diversified portfolio of private U.S. companies. Trading on the New York Stock Exchange under the ticker SAR, the firm primarily targets middle-market businesses across a broad range of industries, including industrials, healthcare, consumer products, financial services and technology. Its investment approach combines debt and equity instruments, providing flexible capital solutions such as first-lien and second-lien secured loans, mezzanine debt, preferred equity and common equity positions.

As an actively managed vehicle, Saratoga Investment works closely with portfolio companies’ management teams to support growth initiatives, operational improvements, and strategic transactions.